Grain of Salt (@GrainofSaltSF) / X

Grain of Salt

22K posts

Grain of Salt

@GrainofSaltSF

It’s easier to challenge an idea than to change a belief. GoS, 2026

San Francisco, CA

logscaleinvestments.com/videos

Joined August 2012

Pinned
Grain of Salt
@GrainofSaltSF
Jun 29
Updated @Strategy Cash Reserve History. Highest Nominal amount at $2.55B, shows ability to replenish, access to capital markets and durability. 12 Month minimum dividend reserve, governance. I'm Bullish. Thanks @saylor @phongle and team.
Grain of Salt
@GrainofSaltSF
Jun 29
Here's the Cash Reserver History for @Strategy. I am guessing that the data on Strategy website will include this info going forward(in .CSV and table form), I had to pull from the 8Ks to build my chart and table. They will probably also show affect on BPS, BTC Yield, for QTD
23K
Grain of Salt
@GrainofSaltSF
Sep 10, 2025
Just ordered my new iPhone with the custom engraving option. I’m now looking for a transparent case.
88K
Grain of Salt
@GrainofSaltSF
Dec 16, 2024
$MSTR
62K
Grain of Salt
@GrainofSaltSF
Feb 10, 2025
In the next year or so, individuals that own Bitcoin, spot ₿ ETFs, $MSTR and ₿ Treasury companies shareholders, will not tell their friends and family about their success. There will be signs, early retirement, house upgrades and so on. Most people will struggle, this wealth
Jeff Park
@dgt10011
Feb 9, 2025
I truly worry that theres not enough time left for most to grasp that when the next violent run-up for BTC happens it will be so generationally scarring that anyone who missed the boat will turn against it forever Stack your options now before it’s too late! Printer is coming.
172K
Grain of Salt
@GrainofSaltSF
Feb 5, 2025
$MSTR moving to mostly converts for 2025. I am long and not levered enough. @hillery_dan
84K
Grain of Salt
@GrainofSaltSF
Oct 1, 2025
MSTR and all US ₿ Treasury companies. IRS just ruled unrealized Bitcoin gains don’t count for CAMT. No 15% tax drag on balance-sheet EPS optics . Playbook: •$10B buyback → trap shorts, vacuum float. •S&P 500 inclusion → passive $10B+ inflow. •Stock rips to $1,000, then
Michael Saylor
@saylor
Oct 1, 2025
As a result of Treasury and IRS interim guidance issued yesterday, Strategy does not expect to be subject to the Corporate Alternate Minimum Tax (CAMT) due to unrealized gains on its bitcoin holdings. $MSTR strategy.com/press/strategy…
53K
Grain of Salt
@GrainofSaltSF
Jan 9, 2021
In 2021 #Bitcoin can repeat 2013. Break $100K in April, run to $200K (June), 40% retrace, dull summer. Sept to Dec run to $400K(peak). 50% retrace in early 2022. Never drop, below $200K. $1M 2025. Play with this chart @ecoinometrics @ChartsBtc $GBTC $500+ digitalik.net/btc/sf_model
Grain of Salt
@GrainofSaltSF
Mar 15, 2025
Congratulations to @JoshMandell6 on his $84k prediction. Maybe we should call him a master of the mystic arts. Either way he won X and hearts and minds of Bitcoiners. #GoSspeed.
GIF
Peter Duan
@BTCBULLRIDER
Mar 14, 2025
Exactly 129 days, a Bitcoin prophecy was born. On November 5, 2024, Josh Mandell, a legendary Wall Street trader, called his shot when Bitcoin was trading at $74K. Here is a breakdown of the prophecy and what it means for Bitcoin's price action this cycle. A 🧵:
91K
Grain of Salt
@GrainofSaltSF
Sep 9, 2025
Everyone accepts 20% down on a house = 5:1 leverage. Totally normal. - Strategy runs the inverse on debt:equity - Bitcoin assets ≈ $74B - Debt (preferreds + converts) ≈ $14B - Equity cushion ≈ $60B - Debt-to-equity ≈ 14/60 ≈ 0.23 → ~1 : 4.3 (≈ 1 : 5) Mortgage leverage
This post is unavailable.
131K
Grain of Salt
@GrainofSaltSF
Feb 1, 2025
Escape Velocity is the belief you will one day quit your w2 job to focus on the next chapter in your life. Business owners do this everyday. Why some people are second guessing this, is ridiculous. Congrats to Jeff. If he can’t quit his job, than noone could do it either, and
Jeff Walton
@PunterJeff
Jan 31, 2025
I quit my job. Going Bitcoin full time. Come hang out for a few x.com/i/broadcasts/1…
REPLAY
Jeff Walton
@PunterJeff
I quit my job. Going Bitcoin full time. Come hang out for a few
62K
Grain of Salt
@GrainofSaltSF
May 6, 2025
.@GladiatorMSTR just asked if he can live in my basement. He better not get out of line again.
24K
Grain of Salt
@GrainofSaltSF
Jan 2, 2025
Going to meet some bankers. Time to bring MSTR and Bitcoin to the tradfi brokers of Silicon Valley. Don’t know if they are ready.
39K
Grain of Salt
@GrainofSaltSF
Dec 15, 2024
#Bitcoin probably at ATH $MSTR • QQQ inclusion announcement • Highest ₿ per share ratio • Political shift pro ₿ • ₿ difficulty and Hashrate ATH Did I miss any big points? Seems pretty bullish to me. 5PM PST starts early trading.
38K
Grain of Salt
@GrainofSaltSF
Mar 1, 2025
Long post - Please read it all. $MSTR Bitcoin I left Bitcoin Investor Week(BIW) in NYC late on Wednesday, to take a ski vacation in Europe. I slept 8 hours on the flight and landed to see the price action. I immediately called backed to my crew(others not listed), and spoke
118K